The Western Alliance is proud to announce CPIA designation courses will be available via webinar format beginning in January 2024 at  


Check our calendar of events for course informatioin.  

Registrations will be open soon!

CPIA - Certified Professional Insurance Agent

Empowering Insurance Professionals into the Future

The CPIA designation is first-of-its-kind, hands-on, how-to training. To earn the CPIA designation candidates are required to participate in a series of three, one-day seminars THE BEST PART IS NO EXAMS!
Completion is due three years from the first course.

These seminars are designed to enhance the ability of producers, sales support staff, and company personnel to efficiently create and distribute effective insurance programs. Participants leave with ideas that will produce sales results immediately.

While not a requirement, it is recommended that courses are taken in order.E&O Discounts apply for Utica National Policy Holders.

Each of the 3 courses are approved for 7 CE in
AZ | CA | ID | MT | NM | NV | OR | WA

Course Modules

Position for Success

Implement for Success

Sustain Success

During this workshop, participants focus on internal and external factors affecting
the creation of effective business development goals.

Factors discussed include:

current state of the insurance                 marketplace

competitive pressures

insurance carrier underwriting criteria

consumer expectations.

During this workshop, participants learn:

specific tools for analyzing consumer needs

how to utilize risk identification techniques to gather pertinent prospect

skills necessary to assimilate information gathered into customized coverage recommendations

how to prepare a complete submission

tips for preparing and presenting a comprehensive insurance proposal

This workshop focuses on fulfilling the implied promises contained in the insuring agreement.

Participants will:

review methods of providing evidence of insurance coverage

discuss policies and procedures for controlling errors and omissions including policy review and delivery, endorsements, claims-processing, and handling of client complaints

learn how to calculate the lifetime value of a client and techniques for generating referrals.

CPIA Update Requirement

The Certified Professional Insurance Agent designation stands for professionalism, commitment to professional training and results, and technical knowledge. To maintain the right
to use the CPIA designation, designees must complete an update on an annual basis * or maintain a Ruby, Sapphire or Diamond level membership with the CPIA Program.

* CPIA 1, CPIA 2, CPIA 3, Special Topics:

An Agent’s Guide to Understanding and Mitigating Cyber Exposures

Disaster and Continuity Planning for Business and Families

An E&O Loss Control Program for Agencies

There will be at least one insurance commercial in this coming Sunday’s Super Bowl game. It’s a State Farm commercial featuring Arnold Schwarzenegger spoofing super hero movie trailers.

He’s Agent State Farm.

We have no idea how often the commercial will run but we do know it costs advertisers $7 million for a 30-second commercial.

By the way, this year’s load of commercials will be heavy on more “normal” advertising. Paul Hardart of New York University’s Stern School of Business said you won’t see a lot of the techno advertising and crypto stuff that we saw last year.

“Given the current global uncertainties, including geopolitical conflicts and a polarized political climate, it appears that advertisers are leaning toward feel-good advertisements that are more focused on fun, humor and entertainment — aligning with the Super Bowl’s uplifting spirit,” Hardart said.

While you’ll likely see a lot of Taylor Swift during the game, she’s not one of the many celebrities huckstering products. Keith Cartwright of the marketing agency, Cartwright said that’s reserved for people like Ben Affleck, Jennifer Lopez, Steve Martin, John Travolta and others.

“Star power is pretty important. It is the one time when big, big, big-name celebrities will pick up the phone. They love a good Super Bowl ad,” Cartwright said.

By the way, Bud Light is going to give it another shot and try to reclaim some lost territory after it ran a controversial transgender ad last year. It caused a huge backlash and a 10.5% drop in revenue in the second quarter of 2023.

Source link: Business Insurance —

Source link: CBS News —